Engxenyeni yokuqala yonyaka, imakethe ye-epoxy resin ibonise ukuthambekela kokwehla okubuthakathaka, nokusekelwa kwezindleko ezibuthakathaka kanye nokunikezwa okubuthakathaka kanye nezisekelo eziyisisekelo ezifaka ingcindezi ngokuhlanganyela emakethe.Engxenyeni yesibili yonyaka, ngaphansi kokulindela kwenkathi ephakeme yokusetshenziswa kwendabuko "yegolide eliyisishiyagalolunye nesiliva eliyishumi", uhlangothi lokufunwa lungase lubhekane nokukhula okuhamba kancane.Kodwa-ke, uma kucatshangelwa ukuthi ukunikezwa kwemakethe ye-epoxy resin kungaqhubeka nokukhula engxenyeni yesibili yonyaka, futhi ukukhula kohlangothi lwesidingo kunomkhawulo, kulindeleke ukuthi uhla oluphansi lwemakethe ye-epoxy resin engxenyeni yesibili yonyaka luzoshintshashintsha. noma ukunyuka ngezigaba, kodwa isikhala sokunyuka kwentengo silinganiselwe.
Ngenxa yokusimama kancane kokuqina komnotho wasekhaya engxenyeni yokuqala yonyaka, isidingo esingezansi nesiphetho se-epoxy resin sasiphansi kunalokho obekulindelwe.Ngenxa yokukhishwa kwamandla amasha okukhiqiza imishini yasekhaya kanye nokusekelwa okubuthakathaka kwezindleko zempahla eluhlaza, amanani e-epoxy resin angena enkambisweni yokwehla ngoFebhuwari, edlula obekulindelwe ukwehla.Kusukela ngoJanuwari kuya kuJuni 2023, inani elimaphakathi le-East China epoxy resin E-51 (intengo yokwamukela, inani lokulethwa, okuhlanganisa intela, ukupakishwa kwemiphongolo, ezokuthutha ngemoto, okufanayo ngezansi) lalingu-14840.24 yuan/ton, ukwehla ngo-43.99% uma kuqhathaniswa ne isikhathi esifanayo ngonyaka odlule (bheka Umfanekiso 1).Ngomhla zingama-30 kuJuni, i-epoxy resin E-51 yasekhaya ivalwe ku-13250 yuan/ton, ukwehla ngo-13.5% uma kuqhathaniswa nokuqala konyaka (bona Umfanekiso 2).

Ukusekelwa kwezindleko ezinganele ze-epoxy resin ezimbili zezinto zokusetshenziswa

Engxenyeni yokuqala yonyaka, ukugxila kwezingxoxo zasekhaya nge-bisphenol A kuye kwashintshashintsha futhi kwehla.Uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, isilinganiso sentengo yemakethe ye-bisphenol A eMpumalanga China sasingu-9633.33 yuan/ton, sehle ngo-7085.11 yuan/ton, sehle ngo-42.38%.Ngalesi sikhathi, ukuxoxisana okuphezulu kakhulu kungu-10300 yuan/ton ekupheleni kukaJanuwari, futhi ukuxoxisana okuphansi kakhulu ngu-8700 yuan/ton maphakathi noJuni, nebanga lentengo lika-18.39%.Ukwehla kwengcindezi enanini le-bisphenol A engxenyeni yokuqala yonyaka ngokuyinhloko kwavela ezicini zokuhlinzeka nezidingo kanye nezici zezindleko, nezinguquko kuphethini yokuhlinzeka nezidingo ezinomthelela obaluleke kakhulu ezintengo.Engxenyeni yokuqala ka-2023, umthamo wokukhiqiza wasekhaya we-bisphenol A ukhuphuke ngamathani angu-440000, futhi ukukhiqizwa kwasekhaya kwanda kakhulu unyaka nonyaka.Nakuba ukusetshenziswa kwe-bisphenol A kuye kwanda unyaka nonyaka, ukuthuthukiswa kwemboni ye-terminal kubonisa okulindelwe okuqinile kobuthakathaka, kodwa izinga lokukhula alisheshi njengohlangothini lokuhlinzeka, futhi ukunikezwa kwemakethe kanye nengcindezi yokufunwa kwenyukile.Ngesikhathi esifanayo, izinto ezingavuthiwe ze-phenol acetone nazo zehla ngendlela efanayo, kuhambisana nokukhuphuka komzwelo wengozi yomnotho omkhulu, ukuzethemba kwemakethe ngokuvamile kubuthakathaka, futhi izici eziningi zinomthelela omubi entengweni ye-bisphenol A. Engxenyeni yokuqala yonyaka, i-bisphenol imakethe nayo ihlangabezane ne-rebound ehleliwe.Isizathu esiyinhloko ukwehla okuphawulekayo kwenzuzo yomkhiqizo kanye nokulahlekelwa okukhulu kwenzuzo enkulu yemishini.Ingxenye yesisetshenziswa se-bisphenol A yehlisiwe ekusebenzeni, futhi izimboni ezingezansi zigxile ekubuyiseni isitoko ukuze zisekele ukunyuka kwamanani.
Imakethe yasekhaya ye-Epichlorohydrin yayibuthakathaka futhi iguquguquka engxenyeni yokuqala yonyaka, futhi yangena esiteshini esibheke phansi ngasekupheleni kuka-April.Intengo ye-Epichlorohydrin ibiguquguquka kusukela ekuqaleni konyaka yaya ezinsukwini eziyishumi zokuqala zika-Ephreli.Ukwenyuka kwentengo ngoJanuwari kwakungenxa yokwenziwa ngcono kwama-oda e-downstream epoxy resin ngaphambi komkhosi, okwandisa umdlandla wokuthenga kwe-Epichlorohydrin.Imboni ilethe izinkontileka eziningi nama-oda angaphambi kwesikhathi, okubangele ukushoda kwesitoko emakethe, okuholela ekwenyukeni kwentengo.Ukwehla ngoFebhuwari kudalwe ikakhulukazi ukuntenga kwetheminali kanye nesidingo esingaphansi komfula, ukuvimbela ukuthunyelwa kwefekthri, ukucindezela okuphezulu kwempahla, kanye nokwehla kwezintengo.NgoMashi, ama-oda we-epoxy resin aphansi komfula ayevilapha, izindawo ze-resin zaziphezulu, futhi isidingo sakunzima ukuthuthukisa kakhulu.Amanani emakethe aye ashintshashintsha ngokuqhathaniswa, futhi ezinye izitshalo ze-chlorine zehliswa ngezindleko kanye nengcindezi yokumisa.Maphakathi no-April, ngenxa yokupaka kwamanye amafekthri esizeni, ukutholakala kwamabala kwezinye izindawo kwakuqinile, okubangele ukwanda kwama-oda emakethe amasha kanye nezingxoxo zama-oda wangempela.Kusukela ekupheleni kuka-April kuya maphakathi noJuni, ukuhlukaniswa kwenzuzo eyinsalela yezinqubo eziningi kancane kancane kwabonakala, kuhambisana nomuzwa obuthakathaka wokuthenga kusuka enhla nomfula, okuholele ekwehleni kwemakethe ngemva kwezingxoxo zama-oda zangempela.Njengoba ukuphela kukaJuni kusondela, ukucindezela kwezindleko zendlela ye-propylene kuphakeme kakhulu, futhi umuzwa wabanikazi emakethe ukhula kancane kancane.Ezinye izinkampani ezansi nomfula zidinga ukulandela kuphela, futhi isimo sokuhweba ezimakethe sesifudumeze kafushane, okuholele ekwenyukeni okuncane kwezintengo zama-oda wangempela.Engxenyeni yokuqala ka-2023, intengo emaphakathi ye-Epichlorohydrin emakethe yaseMpumalanga China izoba cishe ngamayuan angama-8485.77/ton, yehle ngo-9881.03 yuan/ton noma u-53.80% uma iqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Ukungafani phakathi kokunikezwa kanye nesidingo emakethe yasekhaya ye-epoxy resin kuyakhula

Uhlangothi lokuhlinzekwa kwempahla: Engxenyeni yokuqala yonyaka, amandla amasha okukhiqiza acishe abe ngamathani angu-210000, okuhlanganisa i-Dongfang Feiyuan ne-Dongying Hebang, akhululiwe, kuyilapho izinga lokukhula kwesidingo eliphansi lomfula laliphansi kunohlangothi lokuhlinzeka, okwenza kube kubi ukungafani phakathi kokunikezwa nokufunwa. emakethe.Umthwalo ojwayelekile wokusebenza wemboni ye-epoxy resin E-51 engxenyeni yokuqala yonyaka wawucishe ube ngu-56%, ukwehla ngamaphesenti angu-3 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Ekupheleni kukaJuni, ukusebenza kwezimakethe sekukonke kwehle kwafinyelela cishe kuma-47%;Kusukela ngoJanuwari kuya kuJuni, ukukhiqizwa kwe-epoxy resin kwakucishe kube amathani angama-727100, ukwanda konyaka ngonyaka kwe-7.43%.Ngaphezu kwalokho, ukungeniswa kwe-epoxy resin kusukela ngoJanuwari kuya kuJuni bekucishe kube amathani angama-78600, ukwehla ngo-40.14% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Isizathu esiyinhloko ukuthi ukunikezwa kwasekhaya kwe-epoxy resin kwanele futhi ivolumu yokungenisa incane.Isamba sesisonke safinyelela kumathani ayizigidi ezingama-25.2, okuwukukhuphuka ngo-7.7% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.;Umthamo wokukhiqiza omusha olindelwe engxenyeni yesibili yonyaka ungamathani angu-335000.Nakuba ezinye izinto zokusebenza zingase zibambezele ukukhiqizwa ngenxa yamazinga enzuzo, izingcindezi zokuhlinzekwa nokufunwa, kanye nokwehla kwentengo, kuyiqiniso elingephikwe ukuthi umthamo wokukhiqiza i-epoxy resin uzoqhubekisela phambili ukusheshisa ijubane lokunwetshwa kwamandla uma kuqhathaniswa nengxenye yokuqala yonyaka, kanye nokuhlinzekwa kwemakethe. amandla angase aqhubeke nokukhula.Ngokombono wesidingo, ukutholwa kwezinga lokusetshenziswa kwetheminali kuhamba kancane.Kulindeleke ukuthi kwethulwe izinqubomgomo ezintsha zokukhuthaza ukusetshenziswa kwezidakamizwa engxenyeni yesibili yonyaka.Ngokwethulwa kochungechunge lwezinyathelo zenqubomgomo zokuthuthukisa ukuthuthukiswa komnotho okusimeme, ukulungiswa okuzenzakalelayo kwamandla acacile emnothweni kuzoba phezulu, futhi umnotho waseChina kulindeleke ukuthi uqhubeke nokuthuthuka kancane, okulindeleke ukuthi uqhubekisele phambili isidingo semikhiqizo ye-epoxy.

Uhlangothi lwesidingo: Ngemuva kokuthuthukiswa kwezinqubomgomo zokunqanda ubhubhane, umnotho wasekhaya ungene ngokusemthethweni esiteshini sokulungisa ngoNovemba 2022. Kodwa-ke, ngemuva kwalolu bhubhane, ukusimama komnotho kusabuswa ukusimama “okusekelwe esimweni”, ngezokuvakasha, ezokudla kanye nezinye izimboni. ukuhola ekululameni nasekuboniseni umfutho oqinile.Umthelela oqhutshwa yisidingo emikhiqizweni yezimboni uphansi kunalokho obekulindelwe.Okufanayo kusebenza ku-epoxy resin, enesidingo esiphansi kunalokho obekulindelwe.Izimboni zama-downstream, ze-elekthronikhi, nezimboni zamandla omoya zilulame kancane, nohlangothi lwesidingo olubuthakathaka jikelele.Ukusetshenziswa okusobala kwe-epoxy resin engxenyeni yokuqala yonyaka kwakungamathani angama-726200, ukwehla kwe-2.77% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Njengoba ukunikezwa kanye nesidingo sikhula futhi sincipha, ukungafani phakathi kokunikezwa kanye nesidingo se-epoxy resin kuya ngokuya kushuba, okuholela ekwehleni kwe-epoxy resin.
I-epoxy resin inezici zesizini ezisobala, okungenzeka ukuthi zikhuphuke kusukela ngoSepthemba kuya ku-Okthoba

Ukushintshashintsha kwezintengo ze-epoxy resin kunezici ezithile zesizini, ezibonakala ngokukhethekile njengokukhuphuka okuncane emakethe ngemva kwezinyanga eziyisishiyagalolunye zokuguquguquka, nesidingo sesitoko esingaphansi komfula esigxiliswe ngoMasingana noFebruwari ngaphambi Komkhosi Wasentwasahlobo ukuze kusekelwe izintengo zenhlaka;U-September ka-October ungene enkathini evamile yokusetshenziswa kakhulu kwe-“Golden Nine Silver Ten”, namathuba aphezulu okunyuka kwentengo;NgoMashi Meyi noNovemba uDisemba kancane kancane bangena ekusetshenzisweni kwesizini, ngenani elikhulu lezinto zokusetshenziswa zokugayeka phansi komfula we-epoxy resin, kanye namathuba aphezulu okwehla kwentengo yemakethe.Kulindeleke ukuthi imakethe ye-epoxy resin iqhubeke nephethini yokuguquguquka kwesizini engenhla engxenyeni yesibili yalo nyaka, kuhlanganiswe nezinguquko kumanani ezimakethe zamandla kanye nenqubo yokuvuselela umnotho wasekhaya.
Kulindeleke ukuthi iphuzu eliphakeme engxenyeni yesibili yonyaka cishe lizokwenzeka ngoSepthemba no-Okthoba, kuyilapho iphuzu eliphansi lingenzeka ngoDisemba.Imakethe ye-epoxy resin iyashintshashintsha ebangeni eliphansi isigamu sonyaka, futhi intengo ejwayelekile ingase ibe phakathi kuka-13500-14500 yuan/ton.